Position in WAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$739
+$385 QoQ
Shares Held
9
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 493 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DecisionPoint Financial, LLC holds $16,305,425 across 72 Banks - Regional names. WAL ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
489,137 | $13,964,861 | |
| 2 | HAPN |
Happen, Inc.
|
102,574 | $2,127,384 | |
| 3 | RF |
Regions Financial Corp
|
6,032 | $182,166 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
134 | $4,294 | |
| 5 | LYG |
Lloyds Banking Group plc
|
500 | $2,915 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
9 | $2,215 | |
| 7 | EWBC |
East West Bancorp Inc
|
12 | $1,549 | |
| 8 | MTB |
M&T Bank Corp
|
6 | $1,428 |
All Filings in WAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739 | 9 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $354 | 5 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $420 | 5 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $433 | 5 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $389 | 5 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||